Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
3 Steps to Offering Fiduciary-Friendly Rollover Advice
By Matt SommerFinancial advisors can proactively take these steps to help make the most of the rollover opportunity while preparing for potential changes in the future.
April 03, 2017
Protecting Clients’ On-The-Wall Assets: Fine ArtBy treating fine art as an asset class, clients will see you as a knowledgeable, and valuable, resource.
April 03, 2017
Millennials Say: Don’t Call Me a MillennialA survey by LIMRA found that few millennials see the term as a positive.
April 03, 2017
Consumers Rate Most Trustworthy Financial Firms: Hearts & WalletsHearts & Wallets released a survey that identified which financial institutions consumers were more likely to trust.
March 31, 2017
On Risk Tolerance, Clients Don’t Always Mean What They SayInvestors description of their risk tolerance has limited correlation with how they make investment decisions, Spectrem reports.
March 30, 2017
Ric Edelman: Free Trading Will Crush Commissioned BrokersEdelman talks to ThinkAdvisor about investing in "exponential" technologies and why commission-based brokers are doomed, regardless of the fate of the DOL fiduciary rule.
March 30, 2017
Senate Moves to Block Retirement Plans Run by States, CitiesThe action follows resolutions passed in the House to roll back what GOP lawmakers say are "misguided" Obama-era rules.
March 30, 2017
FINRA to Protect Senior Investors With 2 New RulesFINRA says temporary holds and extra contact information are critical to preventing financial abuse.